Economic Security Watch

This episode of Economic Security Watch delves into the critical importance of rare earth minerals and the global supply chain landscape. Danielle Myles speaks with American Rare Earths' CEO, Mark Wall, about the challenge of building a non-China rare earth supply chain, how American Rare Earths' project is part of the solution, and how the US and other governments must support the industry.More reading on fDi Intelligence:Non-China rare earth supply chain gains momentum Hope is not a strategy for Europe’s critical minerals supplyHow can businesses navigate the US–China geopolitical tussle?Timestamps:00:00 - Rare earths & China's dominance03:16 - Halleck Creek: A US solution05:47 - US government strategy & support09:54 - Market dynamics & competition11:21 - Building a domestic supply chain15:09 - Economic impact & future security

In the Economic Security Watch newsletter this month, Danielle Myles breaks down how at the intersection of AI, geopolitics and capital, one deal is testing the limits of China’s tolerance. We break down the acquisition, the crackdown, and the bigger question: how long can companies stay one step ahead of regulators?Sign up for the Economic Security Watch newsletter from fDi Intelligence, a publication from the Financial TimesAnd check back soon for the next episode of this podcast.

Economic security is fast becoming one of the most important forces shaping global investment. But is it a constraint on business or a new opportunity?In this first episode of Economic Security Watch, fDi Intelligence's senior editor, Danielle Myles, speaks to Pierluigi Paracchi, co-founder and CEO of Genenta Science, about how government priorities are shifting from globalisation to national security and how that is redefining where and how investors deploy capital. From biotech and pharmaceuticals to defence, aerospace and cybersecurity, strategic sectors are being increasingly protected by governments who want to harness national champions and to protect the supply chains. For investors, this changing landscape is opening up new opportunities, particularly in Europe.In conversation about economic security and what it means today, Pierluigi explains how Italy's Golden Power strategy has changed Genenta Science's business from a biotech company to one that is acquiring companies that fall within this Italian government framework and the opportunity in scaling “national security” companies rather than early-stage startups.Danielle and Pierluigi also discuss how venture capital and private equity strategies must adapt, whether Europe risks losing key industries to foreign ownership and how investors can access strategic sectors while navigating regulation.Sign up for the Economic Security Watch newsletter from fDi Intelligence, a publication from the Financial TimesTimestamps:00:00 - Introduction to Economic Security Watch and what it means01:30 - How Genenta Science shows the shift from globalisation to national security priorities04:12 - Italy’s Golden Power strategy11:44 - Pierluigi Parachhi defines economic security14:04 - Investment & Nasdaq Strategy17:26 - The economic security opportunity20:04 - Subscribe to the Economic Security Watch newsletter

What does economic security mean in today’s rapidly shifting global economy?Economic Security Watch, a new podcast from fDi Intelligence, explores the intersection of geopolitics, global trade, foreign direct investment (FDI), supply chains, and economic policy. From rising geopolitical tensions to investment risk, industrial strategy and national security, this podcast breaks down the forces reshaping the global economy.Hosted by fDi Intelligence's Danielle Myles, Economic Security Watch brings expert insight and sharp analysis to the biggest economic security stories shaping the world. Episodes will be released monthly, corresponding with the Economic Security Watch newsletter.